GBA Presents: THE GREEN MARKET

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Revenue v. expenses SONOS
 
I'm not saying DIS is fudging the numbers but I question ESPN + and Hulu.

I like Hulu but I'm using it less and less and when we talk about cutting something Hulu comes up first.

ESPN+ is a total joke. I guess it's an MMA channel.

This streaming service was not the only great development the company had. The number of subscribers for its ESPN+ service came in at 21.3 million. That represents an increase of 4.2 million in just one quarter. Not only that, the company also saw pricing rise from $4.57 per month to $5.16 per month. All in all, the run rate revenue for this service should now be about $1.32 billion. And we also experienced an increase when it came to Hulu. According to management, subscriber counts increased by 1.5 million, climbing from 43.8 million to 43.5 million. And average pricing grew from $19.09 per month to $19.96 per month. The run rate revenue for this should now be $10.85 billion. As a result of all of these improvements, this brings annual revenue associated with these three streaming assets up to $19.04 billion.

Listen maybe this is true but real world experience does not back this up.
 
WATCH-> Lemonade: 50% Net Cash Position, Is this why it was up 9% yest?
  • Lemonade is down over 80% from all time highs.
  • The stock has fallen so much that net cash makes up over 50% of the current market cap.
LMND $31//
 
UroGen data shows in-office nephrostomy tube Jelmyto administration 'efficient' 08:26 URGN


We may have to change the race to two perkier names!

Beyond Air, Inc. (XAIR)-- edging in the lead?

7.60+0.13(+1.74%)
At close: February 9 04:00PM EST
7.73+0.13(+1.71%)
After hours:Feb 9, 05:40PM EST

VS

Beyond Meat, Inc. (BYND)
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
62.67+2.77(+4.62%)
At close: February 9 04:00PM EST
61.50-1.17(-1.87%)
Pre-Market:Feb 10, 08:35AM EST
 
Van I got a few people into AZEK yest with the Insider buy but now I see there are a bunch of Insider buys. Are the buys big enough?

I THINK WE NEED TO LOOK INTO OFFICIALLY ADD AZEK TO THE GBA PORTFOLIO!

Azek has seen three informative insider buysin recent days, from a Board member, the CLO, and the CFO. Director Vernon Nagel made the smallest purchase, of 5,000 shares for $152K. Moving up a step, CLO Paul Kardish bought 9,100 shares for a price of $276K. And finally, the company CFO, Peter Clifford spent $393K on a purchase of 13,000 shares.

The company has attracted positive attention from JPMorgan, as well, where analyst Michael Rehaut writes: “From a fundamental perspective, we view the company favorably, led by its strong leadership position within the composite decking and rail industry, which in turn should continue to gain share from wood for years to come. Moreover, we believe AZEK’s valuation does not fully reflect the company’s fundamental prospects over the next 1-2 years as well as on a longer-term basis.”
 
I don't see why the market is taking this inflation report so bad.

The argument being made tome is 50 BP is on the table now in March. I have never been afraid of going 50 and in fact at least three times in fairly recent rate hiking cycles it really would of helped because you have to get movement in order to have room to lower in the future. And we spent so long ant near zero.
 
I'm a little mad at myself. I knew this reversal was a possibility. I was afraid of this number for weeks but as it got closer I thought the market had digested that it would be a hot number I mean common' it's inflation... Arrrrg and I go and put a HUGE OUTLAY yesterday on IOVA-- Why did I not just wait a day!!!!

Story of my life. Damn it.
 
Capri Holdings Limited (CPRI)-We have the magical $10 gain.
What should GBA do?
69.96+1.64 (+2.40%)
At close: February 9 04:00PM EST
69.08 -0.88 (-1.26%)
Pre-Market: 08:51AM EST
 
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